Sat, Jul 23, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

Strong investor interest for multi-strategy funds

Wednesday, July 16, 2014
Opalesque Industry Update - Capital Asset Management, the investment manager and promoter of the MontLake UCITS Platform, is delighted to present the 15th edition of the quarterly ML Capital Alternative UCITS Barometer (Barometer).

The Barometer is designed to help identify and anticipate key trends in the demand for the major strategies within the Alternative UCITS sector.

The capital introductory team at ML Capital surveyed a diverse range of 60 investors who collectively manage almost $95 billion and today invest upwards of $30 billion into Alternative UCITS, reflecting the widening of the investor base for regulated alternative products in Europe. Respondents range from insurance and pension funds to private banking organisations, with a significant constituent of financial advisers that deal with the primary source of Alternative UCITS inflows, the mid-net-worth investor.

Major Findings;

  • Sharp Rise in Interest for Multi-Strategy Funds - The most dramatic result by far this quarter is for Multi-Strategy funds, which show an almost five fold rise in the levels of demand over last quarters result. There has been a large spike in the level of allocators to Alternative UCITS planning to increase the size of their Multi-Strategy holdings this quarter. Almost half of our respondents (47%) are looking to allocate to the space, with a cautious eye on the relatively high priced equity and bond markets.
  • Bullish views on both US and Global Long Short Funds - Highest level of interest for US Long Short strategies since the inception of the Alternative UCITS Barometer. Following a drop in interest towards the tail end of 2013, sentiment towards the US Long Short space has somewhat changed and interest has rallied going into Q3. Furthermore, whilst UK Long Short slides out of favour, 51% of respondents plan to increase exposures to Global Long Short Funds.
  • Healthy Upswing towards Emerging Markets - There is a healthy move back towards the Emerging Markets shown this quarter. Our research has highlighted that there is emphatic support for Globally diversified funds (39%) as opposed to the more targeted regional products.

Report available here
PD

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: California-based manager launches long/short equity hedge fund with unique algorithm[more]

    Benedicte Gravrand, Opalesque London for New Managers: SJL Capital LLC, an investment advisory firm based in California, has launched its maiden fund, the SJL MarketDNA Hedge Fund LP. The fund, which began trading

  2. Manny Roman to move from Man to Pimco[more]

    Benedicte Gravrand, Opalesque London: Emmanuel (Manny) Roman, an investment world veteran, has been hired by PIMCO, the large US bond fund house, as chief executive officer. PIMCO's current CEO Douglas Hodge will assume a new role as managing director and senior advisor when Roman joins P

  3. Europe - European hedge funds shrink and shutter as turmoil hurts returns, Investors go bargain-hunting for U.K. property after Brexit vote, Brexit: Guidance for fund directors - what to know and what to ask[more]

    European hedge funds shrink and shutter as turmoil hurts returns From Bloomberg.com: Europe’s hedge-fund industry contracted for a sixth straight quarter as the U.K.’s decision to leave the European Union and concerns that China’s growth is slowing caused losses and forced some money man

  4. Platinum Partners starts liquidation of hedge funds following municipal union kickback scandal[more]

    Komfie Manalo, Opalesque Asia: Platinum Partners, the hedge fund in the middle of a New York City municipal union kickback investigation, is reported to be liquidating two of its funds, the New

  5. SWFs - Abu Dhabi wealth fund says long-term investment gains fell[more]

    From Bloomberg.com: The Abu Dhabi Investment Authority, one of the world’s biggest sovereign wealth funds, said its long-term gains dropped in 2015. The fund’s 20-year annual rate of return slowed to 6.5 percent at the end of 2015, from 7.4 percent a year earlier, it said in its annual review. Over